- New Business Formation – Choosing the best business entity to fit client’s needs and completing the filing process.
- Bookkeeping – Recording and reporting financial transactions for small and medium size businesses.
- Personal Financial Planning Workshops/Seminars
- Seminar and Workshop Calendar
- Private Group Sessions
- Individual Consulting
Accounting Software Selection & Implementation
There is no shortage of accounting software solutions for your business. Software as a service (SaaS), cloud computing, and other technological innovations are adding more dimensions to technology decisions. Choosing the right solution that will meet the needs of your business now and in the future while also providing a necessary level of security is crucial. Our staff can analyze the nature of your business and financial transactions, current technology, future business plans and emerging needs to identify and implement a software solution that is flexible enough to grow and change with your business.
Business Entity Selection
The business entity—LLP, LLC, sole proprietorship, partnership, corporation, etc.— that you select for your business has enormous financial and tax implications. It is important that you make the right decision. Our professionals can explain each choice and its implications. As your business grows and changes, the type of business entity you choose may need to change also.
A notary public can help you to handle various business matters, including witnessing and authenticating document execution and signatures. A member of our staff is a notary public and is available when you need this service.
Retirement planning is critical in these uncertain times. Whether you are developing a retirement plan for yourself or choosing a retirement plan to offer to your employees, our professionals can help you evaluate the available options. Our focus is on helping you to make the choice that is most appropriate for your own financial situation. If you are choosing a retirement plan for your business, we will base our recommendations on the unique characteristics of your business and your employee population, as well as the legal and compliance issues related to each type of plan.